Position in PFG
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$51,362
+$1,083 QoQ
Shares Held
570
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PFG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Legacy Bridge, LLC holds $1,922,179 across 5 Asset Management names. PFG ranks #3 (2.7% of the industry book) .
All Filings in PFG
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $51,362 | 570 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $50,279 | 570 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $47,258 | 570 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $45,275 | 570 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $48,090 | 570 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $44,123 | 570 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $48,963 | 570 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $119,244 | 1,520 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $271,444 | 3,145 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $247,417 | 3,145 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $280,712 | 3,895 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $295,396 | 3,895 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $289,476 | 3,895 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $327,204 | 3,899 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $281,024 | 3,895 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $260,147 | 3,895 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $285,931 | 3,895 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $330,548 | 4,570 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $294,308 | 4,570 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $288,778 | 4,570 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $274,017 | 4,570 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $226,717 | 4,570 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $184,033 | 4,570 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $189,837 | 4,570 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $143,223 | 4,570 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||